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Projects

Download of purchase costs within a Project

It would be extremely useful to extract all purchase invoices from a Project so that they can be analysed more easily, either via .CSV or excel spreadsheet.
Guest 8 months ago in IRIS KashFlow (KF) / Projects New

Labour costs for Projects

It would be useful if you could put in labour costs for projects so that you can get a better idea of profit or loss on projects. Thanks
Guest over 9 years ago in IRIS KashFlow (KF) / Projects Acknowledged

allowing bank feed transactions to be assigned to projects, especially with Rules

Projects are very helpful in Kashflow, but if the bank feed is the driver that creates new P&L & BS transactions then it's difficult to find them and assign them to projects. When creating new invoices & purchases using the bank feed, ...
Guest over 9 years ago in IRIS KashFlow (KF) / Projects Acknowledged

Update CSV imports for Projects

Currently anything imported via csv has no project number and that has to be added after each import by individually editing each transaction - very time consuming.Likewise bank and paypal imports should allow a project number to be assigned on th...
Nick Robinson over 9 years ago in IRIS KashFlow (KF) / Projects Acknowledged

Associate project to expenses

At the moment, projects can only be associated to purchase invoices. Can't associate a project to an expense. Which makes no sense because expenses are still part of what our clients are billed for. So instead we have to do it manually. Also, it w...
Guest almost 3 years ago in IRIS KashFlow (KF) / Projects Acknowledged

Project Details displayed on invoice display screen

It would be useful to be able to see a project name on an invoice when you display it. Currently you have to edit the invoice to see the project name. Also it would be great it you could add a report showing invoices which have not been allocated ...
Guest almost 8 years ago in IRIS KashFlow (KF) / Projects Already exists

Additional reporting at Project level

I have many projects set up on Kashflow, which are effectively sites that my client is currently developing (property developer). I can input the purchase invoices and allocate a project/site to each line, however it is then difficult to get this ...
Michelle Bennett over 9 years ago in IRIS KashFlow (KF) / Projects Acknowledged

enhanced reporting of projects

At present the only report available is a global report based on active or completed projects. It also shows inc VAT info only - which is very strange. It would make the system much more manageable if a selection criteria was included based upon a...
Guest over 8 years ago in IRIS KashFlow (KF) / Projects Acknowledged

Add more choices in the Status Field in Projects?

Projects are a great way to track the timeline but it would be much easer if you could have more than just Active, Completed and Archived. An open field selection where you could customize the Project status would be the best but adding a few more...
Guest over 7 years ago in IRIS KashFlow (KF) / Projects Acknowledged

Add the ability to assign an Address to a project

Add an address to a project which may be added automatically to an invoice every time a customer is invoiced in relation to that project.
Guest over 9 years ago in IRIS KashFlow (KF) / Projects Acknowledged